See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $749,544 | $176,056+325.7% | $159,436+370.1% | $167,490+347.5% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.39% | 331.75%-314.4pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $17,641 | $5,297+233.0% | $4,829+265.3% | $4,837+264.7% |
| Participant deferral / active EE | $16,088 | $7,750+107.6% | $7,352+118.8% | $6,341+153.7% |
| Admin fee / account holder | $14 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |